How Finance Teams Are Using Pipefy AI to Automate, Analyze, and Optimize Workflows — Lessons from the Masterclass
The pressure on finance teams is growing. From invoice validation to budget tracking, finance professionals face increasing demands to execute with speed, accuracy, and insight — all while managing high volumes of repetitive tasks. The Pipefy AI for Finance Masterclass brought a clear message: artificial intelligence isn’t a luxury for finance anymore — it’s essential.
Here’s how Pipefy AI is helping teams redefine their operations with automation and intelligence.
🔍 The Challenge: Repetition, Errors, and Lack of Visibility
Many finance teams are stuck in inefficient cycles. They manually validate receipts, check compliance, update spreadsheets, and respond to status inquiries from employees. These tasks aren’t just time-consuming — they’re prone to human error and slow down the entire organization.
During the session, Pipefy’s product experts highlighted exactly how these inefficiencies can be tackled using AI — not with complex coding or consultants, but with tools available directly inside Pipefy.
⚙️ AI in Action: Four Tools that Reshape Financial Operations
1. AI Builder (Copilot): Create Finance Processes in Minutes
One of the standout features shown was the AI Builder. With a simple prompt — e.g., “Create a process to validate receipts” — the system auto-generates an end-to-end workflow, including form fields, phases, and tags. You can customize in real time by instructing the AI to rename stages, add labels, or insert custom fields.
In the masterclass demo, a complete process for validating financial receipts was built from scratch in under a minute — no technical expertise needed.
2. AI Automation: Read Documents, Validate Fields, Enforce Policies
What used to take 15–20 minutes per request can now be done in seconds. With AI Automation, users can define prompts that allow the AI to:
- Read receipts (PDFs, images, or scanned files).
- Extract key data like amount, date of issue, taxes.
- Compare submitted form data with file data.
- Enforce compliance rules (e.g., “Only validate receipts issued after 2020”).
The automation can then fill in fields, flag discrepancies, and even update status labels based on the outcome — all without human intervention.
3. AI Agent: Empower Requesters with Real-Time Status Updates
No more endless emails asking “What’s the status of my reimbursement?” With AI Agent, employees can use a chatbot — integrated into portals or tools like Slack/Teams — to get answers in real time.
In the session, the chatbot successfully responded to a requester by checking their name, finding the relevant card, and reporting the current phase and due date of the request. This boosts transparency and reduces workload for admins.
4. AI Copilot (Analytics): Instant Answers to Business Questions
Pipefy’s AI Analytics Copilot allows admins to ask questions directly about the process and receive answers immediately — no need to build a dashboard or run complex reports.
Examples from the event included:
- “What’s the average time to complete a request?”
- “How many receipts were submitted last month?”
- “How many approvals are pending over $1,000?”
These insights help finance leaders identify bottlenecks, monitor SLA performance, and prioritize improvements.
🚀 The Impact: Smarter Workflows, Happier Teams
The result? Less time spent on low-value tasks, fewer errors in validation, and more time for strategic decision-making.
With Pipefy AI:
- Processes are created and tested in minutes.
- Compliance is enforced consistently and automatically.
- Requesters get faster, more transparent service.
- Admins have data at their fingertips to optimize operations.
Watch the recording now
🔗 Ready to Implement?
Want to replicate what was shown in the masterclass? Explore these resources:
